Douglas A. Boneparth
BONE FIDE WEALTH
New York, NY 10007
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CRD#: 4790408
Professional summary
Douglas Adam Boneparth, CFP® is a registered financial advisor currently at BONE FIDE WEALTH located in New York, New York.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Douglas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. The Millennial Money Fix; as of 8/2019, co-author of book on personal finance for millennials; conducted at branch; investment related. 2. The Millennial Problem and Solution, LLC; as of 11/2016, co-owner of s-corporation created to handle finances related to book The Millennial Money Fix, as well as speaking engagements, influencer deals, and advisor consulting; conducted at branch; investment related; approx. 5 hrs/mo. 3. Public.com; as of 1/2021, paid consultant as a social media influencer; not conducted at branch location; less than 2 hours/mo 4. The Drip Cafe, LLC, non-investment related, Westfield NJ 07090, Principal, Start Date: 10/01/2021, Number of hours/month devoted to other business: 1, Number of hours/month devoted to the other business during securities trading: 0, Description: IP Holding Company. 5. CyptoDrip, LLC, non-investment related, Westfield NJ 07090, Principal, Start Date: 12/09/2021, Approximate number of hours/month you devote to the other business: 9, number of hours/month you devote to the other business during securities trading hours: 0, Brief description of your duties relating to the other business: web3 based coffee company.
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Adam Boneparth's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
April 27, 2021 - Present
BONE FIDE WEALTH
Office #1: 7 World Trade Center 46th Floor, New York, NY 10007RIA
CRD#: 301066
New York, NY
Past
June 19, 2019 - October 3, 2019
BONE FIDE WEALTH
RIA
CRD#: 301066
NEW YORK, NY
Past
December 2, 2016 - August 23, 2019
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Westfield, NJ
Past
November 16, 2012 - August 23, 2019
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Westfield, NJ
Past
October 19, 2005 - November 15, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
NEW YORK, NY
Past
June 10, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 10, 2004 - November 15, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BONE FIDE WEALTH
BONE FIDE WEALTH | BONE FIDE WEALTH, LLC
CRD#: 301066 / SEC#: 801-117389
RIA
Registered Investment Advisory firm - (9/23/2019 Approved)California
Registered Investment Advisory firm - (11/2/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2019 Terminated)New Jersey
Registered Investment Advisory firm - (10/3/2019 Terminated)New York
Registered Investment Advisory firm - (10/3/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(4/27/2021)
IAR
Texas(5/5/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BF
BONE FIDE WEALTH
BONE FIDE WEALTH | BONE FIDE WEALTH, LLC
CRD#: 301066 / SEC#: 801-117389
RIA
Registered Investment Advisory firm - (9/23/2019 Approved)California
Registered Investment Advisory firm - (11/2/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2019 Terminated)New Jersey
Registered Investment Advisory firm - (10/3/2019 Terminated)New York
Registered Investment Advisory firm - (10/3/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7 World Trade Center 46th Floor, New York, NY 10007
Mailing Address
Phone number
(212) 390-1161
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 132 |
| AUM (Assets Under Management) | $ 82,098,522 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
